Join Gini von Courter for an in-depth discussion in this video App setup: Settings for tasks, part of Salesforce: LinkedIn Sales Navigator Integration.
- [Instructor] With our app successfully installed, it's now time to set it up, and this is going to take some time. There are four different things that we'll need to do as part of setup. First, we need to take away the ability for internal Salesforce users to create LinkedIn tasks, and the reason for that is simple. We want to streamline task creation, and while we have tasks coming in from LinkedIn, when a user in Salesforce creates a task, we don't want them to be prompted about the type of task that they're creating if that's not necessary.
So we'll be taking that away. We'll be providing access to some users to the LinkedIn Activities Report folder so that they can handle unresolved LinkedIn activities. We'll add for our users the LinkedIn pages to the lead and contact page layouts, and we'll build out the page layouts for accounts and opportunities to include the LinkedIn profiles for individuals and for companies. We have several really focused things to do, so let's get started.
Our first application setup task is to take away the ability for internal Salesforce users to create LinkedIn tasks. Here in Classic view, I'll go to Setup and either use Quick Find, enter profile and search for profiles, but the profiles I want are under Manage Users, Profiles, so I know how to get to those. I'm going to choose my first profile that's not a system admin, this one works fine. Now, if you're using the enhanced profile user interface, don't follow along with me here.
I'll talk to you in a moment. I'm going to click the profile name. We're going to scroll to record type settings, and in the record type settings, I need to choose Tasks. Find the Tasks section. So we're going to scroll down, Record Type Settings, Tasks, and I'm going to click the Edit link. I need to remove everything but task from this list. All four of those, we're going to simply remove.
And when you're all done, click Save. So that was our Analytics Cloud Integration User. Now what we need to do is do this for all of our profiles. So you'll just plug your way through these, and you'll get pretty fast at this. Selecting, to our Record Type Settings. Pulling out the element for LinkedIn.
Removing them. Saving, and you can immediately go back to the Profiles list, and I want to make sure I get these three custom profiles done. And when you have modified all of these profiles, we can go on to the next step. You're going to have a slightly different path on this.
If you're using the enhanced profile user interface, then you'll have just a slightly different approach, because when you go into Profiles, which again you can hit this way, or under Manage Users, Profiles. You need to select not just the first profile that's not a system admin, and that you ensured record types for tasks was enabled for it, and the work we did before we installed the app. Once you have that selected, you'll choose Object Settings, choose Tasks, and you will remove the checkmarks under the Assigned Record Type which is LinkedIn InMail, LinkedIn Message, PointDrive Created, and PointDrive Viewed.
After you've made that change, you'll want to repeat this for the other profiles, but don't do it for the system admin profile. Regardless of whether you're using the enhanced profile user interface or not, you want to ensure that you are not removing the permissions for LinkedIn InMail, LinkedIn Message, PointDrive Created and PointDrive Viewed for the profile for the system admin.
- Viewing a lead or a contact's Sales Navigator information
- Working with accounts and opportunities
- Viewing synced Sales Navigator data in Salesforce
- Viewing a company profile for an account
- Installing the LinkedIn Sales Navigator for Salesforce app
- Testing the app